Finaltis Europe Selection
High-conviction fund invested in European equities, a concentrated portfolio held over time.
Performance
Rebased to 100 at 30/11/1993. Net of management fees.
Investment objective
The sub-fund invests at least 75% of its net assets in equities of companies headquartered in a European Union member state, or in another European Economic Area state that has concluded a tax treaty with France containing an administrative assistance clause against tax fraud and evasion.
How we select
Actively managed with no reference to an index, the strategy relies on fundamental analysis to select stocks judged to have above-market growth potential. The manager integrates environmental, social and governance criteria, excludes companies breaching international standards and restricts investment in controversial activities such as coal.
Main risks
Market and liquidity risk, risk related to small caps and restricted sectors, currency risk, counterparty risk, risk related to derivative instruments, risk related to investments in UCI or UCITS, sustainability risk. The full list is set out in the prospectus.
Fund manager
Share class details
| Share class | ISIN | Management fee | Minimum subscription | Assets |
|---|---|---|---|---|
| C | LU0047509939 | 1.60 % | None | €5,836,185 |
Subscribe
The terms depend on your situation. The profile chosen at the top of the page determines what is shown here.
Distribution
The fund is available on the main platforms and insurance companies. The list of contracts is updated each quarter.
View insurer listingsYour contact
A partner relations manager follows your firm and handles requests for documentation or bespoke reporting.
Write to usThrough your adviser
The simplest route. Your wealth adviser or your bank can subscribe on your behalf.
How to subscribeThrough life insurance
The fund is available as a unit-linked option in several contracts. Check availability with your insurer.
Listed contractsBefore you invest
Read the key information document. This fund carries a risk of capital loss and should be held for the recommended holding period.
Key information documentIC share class
Share class reserved for institutional investors, reduced management fee, minimum subscription of 500,000 euros.
IC share class documentationBespoke reporting
Detailed monthly reporting, portfolio look-through, ESG data in the format you require.
Request a reportPast performance is not a guide to future performance and is not constant over time. It is calculated net of all fees and as at the date shown. This fund carries a risk of capital loss and offers no guarantee of return.
The information on this page is general in nature and constitutes neither personalised investment advice nor an offer to subscribe. Before any decision, the key information document and the prospectus must be consulted.